MAR β€” MARRIOTT INTL INC NEW

Ownership history in Wallace Hart LLC  Β·  3 quarters on record

AI Ownership Summary

Wallace Hart LLC reported MARRIOTT INTL INC NEW (MAR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.06% in 2025 Q2. The latest visible filing shows MAR at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wallace Hart LLC's position in MARRIOTT INTL INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MAR was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wallace Hart LLC held MAR β€” position size vs. price
% of Fund (quarterly)    MAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,435 -2,300 -48.6% 0.56% $755K 2026-02-14 (Est.) $353.21
2025 Q3 REDUCED 4,735 -135 -2.8% 0.91% $1.2M 2025-11-04 $271.07
2025 Q2 INITIATED 4,870 β€” β€” 1.06% $1.3M 2025-08-14 $264.73

FAQ About Wallace Hart LLC and MAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wallace Hart LLC reported owning MAR?

Wallace Hart LLC reported MAR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported MAR position in Wallace Hart LLC's portfolio?

The largest reported portfolio weight for MAR was 1.06% in 2025 Q2.

What is the latest reported MAR position on this page?

The most recent filing on this page is 2025 Q4, when Wallace Hart LLC reported 2,435 shares, equal to 0.56% of portfolio, with an estimated market value of $755K.

What does the chart on this MAR ownership page compare?

The chart compares Wallace Hart LLC's quarterly MAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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